| Total AUM | $4.34B |
| Discretionary | $4.34B100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $394.9M |
| Employees | 68 |
| Peak AUM | $4.34BMar 2026 |
Total AUM
$4.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.3B | +25.1% | +29.6% | +53.3% | |
| Discretionary AUM | |||||
| Total AUM | $4.34B |
| Discretionary | $4.34B |
| Employees | 68 |
| Client Accounts | 11 |
| Client Range | 0 |
Address
2850 QUARRY LAKE DRIVE, STE. 100
BALTIMORE MD 21209
Phone
410-413-2600
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $4.3B |
| +25.1% |
| +29.6% |
| +53.3% |
| Total Accounts | 11 | +10.0% | +6.9% | 0.0% |
| Avg Account Size | $395M | +13.7% | +21.3% | +53.3% |
| Employees | 68 | +4.6% | +3.1% | +2.2% |
| AUM / Employee | $64M | +19.6% | +25.7% | +50.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.2B | +12.3% | +21.9% | +46.1% | |
| Other AUM | $1.1B | +88.6% | +76.0% | +113.2% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | 0.0% | +4.0% | 0.0% | |